China’s Rare-Earth CHOKEPOINT — Global Industry Freezes on Command

#rareearths #china #supplychain

China’s rare-earth monopoly is now a chokepoint on the entire global economy. This video breaks down how Beijing built end-to-end control—from mines and separation to magnets and motors—and why export controls and licensing can freeze factories on command. We trace the arc from Mountain Pass, California, to Bayan Obo in Inner Mongolia; the Magnaquench move; the “Big Six” consolidation; and how China reached 90%+ processing and 100% heavy RE refining.

See how rare-earth magnets power EVs, wind turbines, smartphones, and defense systems—from F-35 jets and Aegis destroyers to submarines and precision missiles. We unpack the 2010 cutoff to Japan, the April 2025 restrictions, the six-month license squeeze, price spikes, and the ripple effects that idled auto lines in the U.S. and Europe.

We also cover the global scramble to respond: MP Materials and Lynas projects, DoD investments, European restarts, India/Japan e-waste recycling, Australia’s Browns Range, Saudi ambitions, Vietnam supply, and U.S. alternatives like Niron Magnetics’ rare-earth-free motors. Plus, the geopolitical frontiers—Myanmar’s Kachin heavy RE, Greenland’s Kvanefjeld/Tanbreez—and how resource control shapes power in 2025.

If you care about EVs, semiconductors, energy transition, and national security, this is the supply chain story that decides who leads the next decade.

#EV #geopolitics #markets #neodymium #dysprosium #defense #BYD #MountainPass #Lynas #MPMaterials